Exporting and importing customers data using CSV format with Sage 50-Canadian Edition
There are three main steps in the process of transferring your customers list to a new Sage 50 file:
- Export the list of customers to a csv file
- Modify the CSV file
- Import the CSV file into the new Sage 50 file
Step I: Exporting the Customers List to a CSV file
- From the main menu of Sage 50 Accounting click on Reports, Lists, Customers.
- The Customer List Options box will come on.
- Press Select All.
- Click OK.
- It will then generate the Customer List Report.
- Go to the File menu on the Report.
- Click EXPORT.
- The “Export Selection” box will pop up.
- Make sure you save it in the C: drive and the “Save as” type box should be Comma Separated (*.CSV).
- Click on SAVE.
Step II: Modifying the CSV file (with Microsoft Excel)
- Open up MS Excel.
- Go to File then Open.
- Go to the C: drive to select the CSV file that was exported from the old Sage 50 Accounting file.
- The first line of the CSV file has to contain a Version Number, Country Code, and the word ‘Customers’:
- Simply Accounting 2005 Version Number = 12001
- Simply Accounting 2006 Version Number = 13001
- Simply Accounting 2007 Version Number = 14001
- Simply Accounting 2008 Version Number = 15001
- Simply Accounting 2009 Version Number = 16001
- Simply Accounting 2010 Version Number = 17001
- Simply Accounting 2011 Version Number = 18001
- Simply Accounting 2012 Version Number = 19001
- Sage 50 2013 Version Number = 20101
- Sage 50 2014 Version Number = 21001
- Sage 50 2015 Version Number = 22001
- Sage 50 Accounting 2016 Version Number = 23001
- Sage 50 Accounting 2017 Version Number = 24001
- Country Code based on the status of your version of Sage 50 data file:
- Canada Country Code = 1
- USA Country Code = 2
- French Country Code = 3
- Australia Country Code = 5
- International Country Code = 7
- For each customer you should have (Do not include commas or quotes in any of these fields, this punctuation will parse the data):
- the customer name in column A,
- the contact name in column B,
- the street address in column C,
- a second street address in column D,
- the city in column E,
- the province in column F,
- the country in column G,
- the ZIP code in column H,
- the phone number in column I,
- a second phone number in column J,
- the fax number in column K,
- the e-mail address in column L, and
- the web site address in column M
- Please follow the sample format below. Note: The row # 2 is only for titles and it is not part of the import file.
- After modify the excel, make sure you save it in the C: drive and the “Save as” type box should be CSV (MS-DOS) (*.CSV).
Step III: Importing
- In Sage 50 Accounting, click the File menu.
- Click on Import/Export.
- Click on Import Records.
- The Import Records Wizard appears.
- Select Sage 50 import format.
- Click Next.
- Click Back Up to create a backup for the company before importing.
- After the backup is successful, click Next.
- Click on the Browse button besides the Customers box.
- Select the CSV file that you want to import into Sage 50 Accounting.
- Click on Next.
- Sage 50 Accounting will show a log of all the customers that were added, and the reason why some were not added (if there were any).
- Click on Finish.
Source: Sage Community forums.
Disclaimer: Sage Accounting Solution is an independent provider of Sage Related services and is not affiliated with Sage.
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